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Millennium Capital Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Millennium Capital Advisors’s Portfolio SCHG Stock Details SCHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.78M Sell
82,260
-506
-0.6% -$16.8K 1.52% 14
2026
Q1 		$2.41M Sell
82,766
-620
-0.7% -$19.3K 1.48% 16
2025
Q4 		$2.72M Sell
83,386
-13,760
-14% -$448K 1.6% 12
2025
Q3 		$3.1M Sell
97,146
-9,159
-9% -$279K 1.87% 10
2025
Q2 		$3.11M Sell
106,305
-6
-0% -$159 2.07% 8
2025
Q1 		$2.66M Sell
106,311
-9,768
-8% -$268K 1.97% 8
2024
Q4 		$3.24M Sell
116,079
-105
-0.1% -$2.87K 2.21% 7
2024
Q3 		$3.03M Sell
116,184
-9,200
-7% -$232K 1.98% 10
2024
Q2 		$3.16M Buy
125,384
+192
+0.2% +$4.53K 2.1% 10
2024
Q1 		$2.9M Buy
125,192
+540
+0.4% +$11.9K 2.05% 10
2023
Q4 		$2.59M Sell
124,652
-1,416
-1% -$27.4K 1.98% 11
2023
Q3 		$2.29M Sell
126,068
-748
-0.6% -$14.1K 1.96% 12
2023
Q2 		$2.38M Buy
126,816
+388
+0.3% +$6.65K 1.95% 12
2023
Q1 		$2.06M Buy
126,428
+2,532
+2% +$38.4K 1.84% 12
2022
Q4 		$1.72M Sell
123,896
-7,212
-6% -$104K 1.74% 13
2022
Q3 		$1.83M Sell
131,108
-2,864
-2% -$44.9K 1.93% 12
2022
Q2 		$1.94M Sell
133,972
-156
-0.1% -$2.49K 1.9% 13
2022
Q1 		$2.51M Sell
134,128
-3,040
-2% -$55.4K 2.02% 12
2021
Q4 		$2.81M Buy
+137,168
New +$2.74M 2.19% 11

Other funds holding SCHG

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Millennium Capital Advisors's SCHG Position: Q2 2026 in Review

Millennium Capital Advisors reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 0.61% in Q2 2026, selling an estimated $16.8K and leaving 82,260 shares worth $2.78M. The position accounts for 1.52% of the portfolio, ranked #14.

Millennium Capital Advisors first reported a position in SCHG in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.24M in Q4 2024. 1,662 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • Millennium Capital Advisors held 82,260 shares of Schwab US Large-Cap Growth ETF worth $2.78M as of Q2 2026.
  • Millennium Capital Advisors sold 506 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $16.8K.
  • Schwab US Large-Cap Growth ETF made up 1.52% of Millennium Capital Advisors's portfolio in Q2 2026, its #14 holding.
  • Millennium Capital Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q4 2021 and has held it in 19 quarters since.
  • Millennium Capital Advisors's Schwab US Large-Cap Growth ETF position peaked at $3.24M in Q4 2024.
  • 1,662 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Millennium Capital Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.